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Vanguard Growth ETF

937 hedge funds and large institutions have $28.9B invested in Vanguard Growth ETF in 2019 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 343 increasing their positions, 336 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 44

2% more funds holding

Funds holding: 923937 (+14)

1% more funds holding in top 10

Funds holding in top 10: 135137 (+2)

2% more repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 336

2% more capital invested

Capital invested by funds: $28.4B → $28.9B (+$439M)

1.42% less ownership

Funds ownership: 416.22%414.81% (-1.4%)

19% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $19.8M

Holders
937
Holders Change
+14
Holders Change %
+1.52%
% of All Funds
20.54%
Holding in Top 10
137
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.48%
% of All Funds
3%
New
64
Increased
343
Reduced
336
Closed
44
Calls
$16.1M
Puts
$19.8M
Net Calls
-$3.75M
Net Calls Change
-$8.48M
Name Holding Trade Value Shares
Change
Change in
Stake
DI
526
DFPG Investments
Utah
$815K +$23.5K +846 +3%
RPC
527
Rossmore Private Capital
Connecticut
$798K
CWP
528
Capital Wealth Planning
Florida
$795K -$184K -6,636 -19%
MJRIC
529
Mogy Joel R Investment Counsel
California
$789K -$9.99K -360 -1%
HSA
530
HBK Sorce Advisory
Pennsylvania
$778K +$88.4K +3,186 +13%
WCM
531
Windsor Capital Management
Arizona
$775K -$1.17K -42 -0.1%
RFM
532
Royal Fund Management
Florida
$768K +$232K +8,346 +43%
LWM
533
Liberty Wealth Management
California
$761K +$18.8K +678 +3%
WTFG
534
Wells Trecaso Financial Group
Ohio
$760K
WFPG
535
Waller Financial Planning Group
Ohio
$754K -$141K -5,070 -16%
BDF
536
Balasa Dinverno & Foltz
$737K +$22.3K +804 +3%
TSWM
537
Triangle Securities Wealth Management
North Carolina
$726K +$5.66K +204 +0.8%
IFAM
538
Institutional & Family Asset Management
Colorado
$723K -$80.4K -2,898 -10%
BCA
539
Berman Capital Advisors
Georgia
$723K +$3.5K +126 +0.5%
CPO
540
Cerity Partners OCIO
New York
$722K +$9.49K +342 +1%
CAMG
541
CWA Asset Management Group
Florida
$722K +$375K +13,512 +108%
BBA
542
BLB&B Advisors
Pennsylvania
$721K +$721K +26,004 New
SHA
543
Seneca House Advisors
Virginia
$719K -$29.6K -1,068 -4%
FVWA
544
Foster Victor Wealth Advisors
South Carolina
$718K -$9.99K -360 -1%
DACG
545
Donor Advised Charitable Giving
California
$717K
OCM
546
Orser Capital Management
Texas
$716K -$4.99K -180 -0.7%
WP
547
WMS Partners
Maryland
$713K -$49.9K -1,800 -7%
GLLW
548
Graves Light Lenhart Wealth
Virginia
$712K +$283K +10,200 +69%
Prudential Financial
549
Prudential Financial
New Jersey
$710K -$16.1K -582 -2%
BFC
550
Bedel Financial Consulting
Indiana
$706K

VUG Hedge Fund Activity: Q3 2019 in Review

937 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q3 2019, worth a combined $28.9B — up 1.5% from $28.4B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new VUG positions and 44 closed out — a net gain of 20 holders — while 343 added to existing stakes and 336 trimmed.

The largest buyer was Cabana LLC, adding an estimated $67.7M. The largest seller was Financial Engines Advisors, cutting an estimated $121M.

  • 937 institutional investors held Vanguard Growth ETF (VUG) as of Q3 2019, up from 923 in Q2 2019.
  • Funds reported $28.9B of Vanguard Growth ETF stock for Q3 2019, up 1.5% quarter-over-quarter.
  • 64 funds opened new Vanguard Growth ETF positions in Q3 2019 and 44 closed out, a net change of +20 holders.
  • The largest Vanguard Growth ETF buyer in Q3 2019 was Cabana LLC, an estimated $67.7M added.
  • The largest Vanguard Growth ETF seller in Q3 2019 was Financial Engines Advisors, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2019.